BLBDNasdaqTruck & Bus BodiesFiscal year ends October 3
Blue Bird Corp
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026
$55.72−1.67 (-2.91%)
Close on Oct 19, 2026
- Market cap
- $1.96B
- P/E (TTM)
- 6.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
32M of 32M shares
Institutional holders
304
55 new, 34 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 7 sales
Net sold $2.27M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 3,218,919 | 10.20% | 13G (passive) amendment | Aug 31, 2026 |
| FMR LLC | 3,017,353 | 9.50% | 13G (passive) amendment | Jun 30, 2026 |
| Groupe Autobus Girardin Ltee | 2,702,180 | 7.88% | 13D (active) | Apr 1, 2026 |
| BlackRock, Inc. | 2,421,222 | 7.50% | 13G (passive) amendment | Mar 31, 2025 |
| American Century Investment Management, Inc. | 1,825,754 | 5.70% | 13G (passive) | Mar 31, 2025 |
| Stowers Institute for Medical Research | 1,792,771 | 5.60% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 1,624,951 | 5.14% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLBD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 3,017,353 | 9.53% | $238.25M | +475,970 | 0.01% |
| BlackRock, Inc. | 2,627,824 | 8.30% | $207.49M | +37,751 | 0.00% |
| American Century Companies Inc | 1,596,312 | 5.04% | $126.04M | −164,339 | 0.06% |
| Vanguard Capital Management LLC | 1,401,431 | 4.42% | $110.66M | +10,824 | 0.00% |
| Westwood Holdings Group Inc | 1,240,236 | 3.92% | $97.93M | −414,534 | 0.74% |
| Jupiter Topco LLC | 1,193,431 | 3.77% | $94.22M | New | 0.04% |
| Wellington Management Group Llp | 995,188 | 3.14% | $78.58M | −22,979 | 0.01% |
| Geode Capital Management, LLC | 874,048 | 2.76% | $69.03M | +46,926 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 818,481 | 2.58% | $64.63K | +622,631 | 0.01% |
| Bank Of America Corp /De/ | 805,031 | 2.54% | $63.57M | +275,686 | 0.00% |
| State Street Corp | 803,872 | 2.54% | $63.47M | +51,559 | 0.00% |
| Dimensional Fund Advisors LP | 719,465 | 2.27% | $56.81M | +30,534 | 0.01% |
| 325 Capital LLC | 711,390 | 2.25% | $56.17M | +31,564 | 13.39% |
| Allspring Global Investments Holdings, LLC | 662,955 | 2.09% | $51.63M | +156,290 | 0.08% |
| Neumeier Poma Investment Counsel LLC | 647,540 | 2.04% | $51.13M | +22,345 | 3.50% |
| Deroy & Devereaux Private Investment Counsel Inc | 604,597 | 1.91% | $47.74K | −15,747 | 1.99% |
| Goldman Sachs Group Inc | 578,967 | 1.83% | $45.72M | +53,062 | 0.00% |
| Oberweis Asset Management Inc/ | 529,838 | 1.67% | $41.84M | +140,600 | 0.86% |
| abrdn plc | 515,863 | 1.63% | $40.73M | New | 0.06% |
| Vanguard Portfolio Management LLC | 454,852 | 1.44% | $35.92M | +29,412 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 304 | 32M | 100.0% | 55 / 114 | 102 / 34 | 5M | 5M |
| Q1 2026 | 288 | 33M | 100.0% | 53 / 99 | 102 / 29 | 6M | 4M |
| Q4 2025 | 267 | 34M | 100.0% | 33 / 111 | 84 / 29 | 4M | 5M |
| Q3 2025 | 269 | 35M | 100.0% | 65 / 78 | 93 / 25 | 7M | 6M |
| Q2 2025 | 232 | 34M | 100.0% | 42 / 73 | 89 / 41 | 3M | 5M |
| Q1 2025 | 232 | 36M | 100.0% | 41 / 88 | 77 / 39 | 6M | 4M |
| Q4 2024 | 233 | 34M | 100.0% | 49 / 90 | 72 / 69 | 9M | 5M |
| Q3 2024 | 257 | 31M | 96.7% | 51 / 109 | 76 / 37 | 8M | 4M |
| Q2 2024 | 244 | 29M | 91.1% | 78 / 68 | 86 / 20 | 5M | 7M |
| Q1 2024 | 187 | 31M | 97.2% | 59 / 68 | 48 / 29 | 8M | 9M |
| Q4 2023 | 158 | 31M | 97.5% | 40 / 73 | 39 / 14 | 8M | 6M |
| Q3 2023 | 132 | 29M | 92.4% | 25 / 56 | 37 / 22 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BLBD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 1,069,284 | 3.38% | $72.47M | 0.27% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,006,122 | 3.18% | $79.44M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 829,255 | 2.62% | $65.48M | 0.08% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 693,740 | 2.19% | $51.61M | 0.59% | Jul 31, 2026 |
| Fidelity Small Cap Value Fund | 558,166 | 1.76% | $41.52M | 0.76% | Jul 31, 2026 |
| Oberweis Micro-Cap Fund | 511,400 | 1.61% | $40.38M | 2.50% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 404,800 | 1.28% | $30.11M | 0.41% | Jul 31, 2026 |
| Castellan Targeted Equity ETF | 364,938 | 1.15% | $24.73M | 4.05% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 363,026 | 1.15% | $28.66M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Growth K6 Fund | 354,490 | 1.12% | $26.37M | 0.57% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 348,887 | 1.10% | $25.95M | 0.08% | Jul 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 322,800 | 1.02% | $25.49M | 0.26% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 294,673 | 0.93% | $23.27M | 0.15% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 260,619 | 0.82% | $19.39M | 0.41% | Jul 31, 2026 |
| Fidelity Advisor Small Cap Fund | 252,014 | 0.80% | $17.08M | 0.72% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Wyskiel | President & CEO, Director | 88,088 | 0.28% | Dec 4, 2025 |
| Jeffrey Scott Sanfrey | Chief Operating Officer | 35,011 | 0.11% | Sep 18, 2026 |
| Razvan Radulescu | Chief Financial Officer | 42,255 | 0.13% | Feb 20, 2026 |
| Ted Scartz | SVP General Counsel | 59,910 | 0.19% | Dec 16, 2025 |
| Daniel Mark Thau | Director | 9,046 | 0.03% | Aug 13, 2026 |
| Steve Girardin | Director | 2,298 | 0.01% | Apr 9, 2026 |
| Mark Blaufuss | Director | 10,334 | 0.03% | Apr 2, 2026 |
| Douglas J. Grimm | Director | 28,764 | 0.09% | Apr 2, 2026 |
| Kevin S. Penn | Director | 6,396 | 0.02% | Apr 2, 2026 |
| Edward T. Hightower | Director | 6,396 | 0.02% | Apr 2, 2026 |
| Simon J. Newman | Director | 10,334 | 0.03% | Apr 2, 2026 |
| Julie A. Fream | Director | 9,705 | 0.03% | Apr 2, 2026 |
| Phil Horlock | Director | 225,385 | 0.71% | Dec 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey Scott Sanfrey Chief Operating Officer | Sep 16, 2026 | Sale | −4,000 | $62.40 | $249.60K | 35,011 |
| Daniel Mark Thau Director | Aug 12, 2026 | Buy | +350 | $64.37 | $22.53K | 9,046 |
| Daniel Mark Thau Director | May 19, 2026 | Buy | +300 | $65.09 | $19.53K | 8,696 |
| Steve Girardin Director | Apr 1, 2026 | Award | +2,297 | – | – | 2,297 |
| Steve Girardin Director | Apr 1, 2026 | Award | +1 | – | – | 1 |
| Kevin S. Penn Director | Apr 1, 2026 | Award | +2,297 | – | – | 6,396 |
| Simon J. Newman Director | Apr 1, 2026 | Award | +2,297 | – | – | 10,334 |
| Edward T. Hightower Director | Apr 1, 2026 | Award | +2,297 | – | – | 6,396 |
| Daniel Mark Thau Director | Apr 1, 2026 | Award | +2,297 | – | – | 8,396 |
| Mark Blaufuss Director | Apr 1, 2026 | Award | +2,297 | – | – | 10,334 |
| Douglas J. Grimm Director | Apr 1, 2026 | Award | +2,297 | – | – | 28,764 |
| Julie A. Fream Director | Apr 1, 2026 | Award | +2,297 | – | – | 9,705 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Mar 4, 2026 | Sale | −5,192 | $58.54 | $303.94K | 39,011 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Mar 4, 2026 | Option exercise | +5,192 | $12.35 | $64.12K | 44,203 |
| Razvan Radulescu Chief Financial Officer | Feb 19, 2026 | Sale | −3,925 | $60.98 | $239.35K | 42,255 |
| Razvan Radulescu Chief Financial Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −7,006 | $51.58 | $361.37K | 46,180 |
| Razvan Radulescu Chief Financial Officer | Dec 17, 2025 | Option exercise | +3,503 | $12.35 | $43.26K | 53,186 |
| Razvan Radulescu Chief Financial Officer | Dec 17, 2025 | Option exercise | +3,503 | $12.35 | $43.26K | 49,683 |
| Phil Horlock Director | Dec 12, 2025 | Sale | −8,341 | $50.35 | $419.97K | 225,385 |
| Phil Horlock Director | Dec 12, 2025 | Sale | −7,040 | $50.50 | $355.52K | 233,726 |
| Razvan Radulescu Chief Financial Officer | Dec 12, 2025 | Tax withholding | −2,907 | $50.36 | $146.40K | 46,180 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 12, 2025 | Tax withholding | −549 | $50.36 | $27.65K | 39,011 |
| Ted Scartz SVP General Counsel | Dec 12, 2025 | Tax withholding | −626 | $50.36 | $31.53K | 59,910 |
| Razvan Radulescu Chief Financial Officer | Dec 10, 2025 | Sale(10b5-1 plan) | −7,984 | $50.39 | $402.31K | 49,087 |
| Razvan Radulescu Chief Financial Officer | Dec 6, 2025 | Tax withholding | −3,287 | $51.27 | $168.52K | 57,071 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 6, 2025 | Tax withholding | −753 | $51.27 | $38.61K | 39,560 |
| Ted Scartz SVP General Counsel | Dec 6, 2025 | Tax withholding | −881 | $51.27 | $45.17K | 60,536 |
| Daniel Mark Thau Director | Dec 4, 2025 | Buy | +400 | $51.05 | $20.42K | 6,099 |
| John Wyskiel President & CEO, Director | Dec 2, 2025 | Tax withholding | −14,447 | $50.70 | $732.46K | 88,088 |
| John Wyskiel President & CEO, Director | Dec 2, 2025 | Award | +19,332 | – | – | 107,420 |
| John Wyskiel President & CEO, Director | Dec 2, 2025 | Award | +28,999 | – | – | 136,419 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 2, 2025 | Award | +6,154 | – | – | 40,313 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 2, 2025 | Award | +4,103 | – | – | 34,159 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 2, 2025 | Tax withholding | −780 | $50.70 | $39.55K | 30,056 |
| Razvan Radulescu Chief Financial Officer | Dec 2, 2025 | Award | +8,876 | – | – | 47,044 |
| Razvan Radulescu Chief Financial Officer | Dec 2, 2025 | Tax withholding | −2,626 | $50.70 | $133.14K | 38,168 |
| Razvan Radulescu Chief Financial Officer | Dec 2, 2025 | Award | +13,314 | – | – | 60,358 |
| Ted Scartz SVP General Counsel | Dec 2, 2025 | Tax withholding | −820 | $50.70 | $41.57K | 47,949 |
| Ted Scartz SVP General Counsel | Dec 2, 2025 | Award | +8,081 | – | – | 61,417 |
| Ted Scartz SVP General Counsel | Dec 2, 2025 | Award | +5,387 | – | – | 53,336 |
| Phil Horlock Director | Sep 12, 2025 | Option exercise | +13,578 | $20.26 | $275.09K | 254,344 |
| Phil Horlock Director | Sep 12, 2025 | Sale | −13,578 | $58.00 | $787.52K | 240,766 |
| Razvan Radulescu Chief Financial Officer | Sep 2, 2025 | Sale | −6,709 | $57.41 | $385.16K | 40,794 |
| Phil Horlock Director | Aug 28, 2025 | Sale | −13,000 | $59.02 | $767.26K | 240,766 |
| Phil Horlock Director | Aug 28, 2025 | Option exercise | +13,000 | $20.26 | $263.38K | 253,766 |
| Phil Horlock Director | Aug 18, 2025 | Sale | −21,129 | $58.16 | $1.23M | 240,766 |
| Phil Horlock Director | Aug 18, 2025 | Option exercise | +21,129 | $16.99 | $358.98K | 261,895 |
| Phil Horlock Director | Aug 15, 2025 | Option exercise | +21,129 | $16.99 | $358.98K | 261,895 |
| Phil Horlock Director | Aug 15, 2025 | Sale | −21,129 | $57.18 | $1.21M | 240,766 |
| Phil Horlock Director | Aug 13, 2025 | Sale | −15,848 | $56.06 | $888.44K | 240,766 |
| Phil Horlock Director | Aug 13, 2025 | Option exercise | +15,848 | $16.99 | $269.26K | 256,614 |
| Ted Scartz SVP General Counsel | Aug 12, 2025 | Sale | −8,877 | $55.22 | $490.19K | 48,769 |
| Ted Scartz SVP General Counsel | Aug 12, 2025 | Option exercise | +2,959 | $12.35 | $36.54K | 57,646 |
| Ted Scartz SVP General Counsel | Aug 12, 2025 | Option exercise | +5,918 | $12.35 | $73.09K | 54,687 |
| Phil Horlock Director | Aug 8, 2025 | Sale(10b5-1 plan) | −30,000 | $60.00 | $1.80M | 240,766 |
| Razvan Radulescu Chief Financial Officer | Aug 8, 2025 | Sale(10b5-1 plan) | −700 | $60.02 | $42.01K | 47,503 |
| Razvan Radulescu Chief Financial Officer | Aug 7, 2025 | Sale(10b5-1 plan) | −10,000 | $53.21 | $532.10K | 48,203 |
| Razvan Radulescu Chief Financial Officer | Jul 8, 2025 | Sale(10b5-1 plan) | −10,000 | $45.19 | $451.90K | 58,203 |
| Razvan Radulescu Chief Financial Officer | Jul 2, 2025 | Tax withholding | −3,607 | $45.45 | $163.94K | 68,203 |
| Razvan Radulescu Chief Financial Officer | Jul 1, 2025 | Tax withholding | −16,854 | $44.20 | $744.95K | 71,810 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeffrey Scott Sanfrey Officer | Sep 18, 2026 | 4,000 | $249.60K | Sep 16, 2026 | RSU Vesting |
| Jeffrey Scott Sanfrey Officer | Mar 4, 2026 | 5,192 | $304.00K | Mar 4, 2026 | Stock Option Exercise |
| Razvan Radulescu Officer | Feb 20, 2026 | 3,925 | $239.35K | Feb 19, 2026 | RSU Vesting |
| Razvan Radulescu Officer | Dec 17, 2025 | 7,006 | $359.00K | Dec 17, 2025 | Stock Option Exercise |
| Horlock Phil Director | Dec 12, 2025 | 15,381 | $773.00K | Dec 12, 2025 | RSU vesting |
| Razvan Radulescu Officer | Dec 10, 2025 | 7,984 | $406.00K | Dec 10, 2025 | RSU Vesting |
| Razvan Radulescu Officer | Sep 2, 2025 | 6,709 | $390.00K | Sep 2, 2025 | RSU Vesting |
| Phil Horlock Director | Aug 13, 2025 | 84,684 | $4.78M | Aug 13, 2025 | Stock option exercise |
| Ted Scartz Officer | Aug 12, 2025 | 8,877 | $490.19K | Aug 11, 2025 | Stock option exercise |
| Razvan Radulescu Officer | Aug 8, 2025 | 1,000 | $60.00K | Aug 8, 2025 | RSU Vesting |
| Phil Horlock Director | Aug 8, 2025 | 30,000 | $1.80M | Aug 8, 2025 | RSU Vesting |
| Razvan Radulescu Officer | Aug 7, 2025 | 10,000 | $540.00K | Aug 7, 2025 | RSU Vesting |
| Razvan Radulescu Officer | Jul 8, 2025 | 10,000 | $450.00K | Jul 8, 2025 | RSU Vesting |
| Phil Horlock Director | Jun 9, 2025 | 121,708 | $4.93M | Jun 11, 2025 | Stock option exercise |
| Razvan Radulescu Officer | Feb 10, 2025 | 2,848 | $108.25K | Feb 10, 2025 | Stock Option Exercise |